Getting Started

First Use Guide

When Sana Commerce is installed and the first user with the System administrator role is created you should make some first steps that allow you or other Sana Admin users proceed to managing the Sana webstore.

In Sana Admin users with different roles can be created. The assigned role determines the user's function and permissions within the system. Only a user with the System administrator role can create the Sana Admin users and assign roles. For more information, see 'User Management'.

Configure ERP connection

  Available to System administrator only.

In Sana Admin click: Tools > ERP connection.

Configure ERP connection to connect Sana to your ERP system. Click Test connection to check whether the connection to your ERP system is available.
For more information, see 'ERP Connection'.

Setup ERP integration

  Available to System administrator and Product content manager.

In Sana Admin click: Setup > ERP integration > Index fields.

Select which fields from the ERP system should be used. By adding the fields to the index you determine which data from your ERP system will be used and shown in your webstore. Index fields are also used to create product sets and configure webstore search settings.
For more information, see 'ERP Integration'.

Use the Scheduled Tasks

  Available to System administrator, Product content manager and Marketer.

In Sana Admin click: Tools > Scheduled tasks. At first run the General information import task and then run the Product import and Customer import tasks.

The General information import task is used to synchronize settings and basic data with your ERP system. When you run this task it checks whether your ERP system supports for example product images, sales statistics or prepayments. It also imports the basic data from your ERP system to the Sana database, for example countries, currencies, units of measure, shipping methods. This task is also needed to be able to run the Sana web store in the maintenance mode when connection to ERP is not available. Thus, when the Sana Commerce solution is installed it is important to run this task before running the Product import and Customer import tasks.

The Product import task is used to retrieve the product information from the database to build or update the webstore index. The webstore search functionality, sorting, phonetic search and product sets configuration depends on what product information is indexed.

The Customer import task is used to retrieve the list of all customers/contacts/sales agents from your ERP system. When the list of customers is indexed they become available for managing the shop accounts in Sana Admin.

For more information, see 'Scheduled Tasks'.

Create Shop Accounts

  Available to System administrator and Shop account creator.

In Sana Admin click: Customers > Shop accounts.

Create shop accounts to connect customers from your ERP system to their logins.
For more information, see 'Shop Accounts'.

Change demo content in the shopping basket

In the shopping basket and on each step of the checkout process there is some demo content about payments and shipping.

Open the In-site editor and change the demo content to the one that fits your needs. When you open the In-site editor you will not see this text, instead you will see the text Empty page message. Hover over this text and click Create page message.

Now you can change the demo content. Make sure that you changed the demo content in the shopping basket and on all checkout steps.

If you open the In-site editor and navigate to the shopping basket you can also see the text Empty page message in the header and in the footer of the shopping basket if you are logged in as a B2C customer. If you are logged in as a B2B customer the text Empty page message is present only in the footer of the shopping basket. These are the placeholders where you can also add some content using the In-site editor.

For more information about how to use the In-site editor, see 'In-site Editor'.